Relationship Mgr, SRV

Edward Jones

3.8

(16)

United States (Remote)

Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

    #20484_1658939291

    Position summary

    o), supporting appropriate products, services, and tools; coordinating with other departments and divisions on product launches, changes, service and operational meetings, and product partner accountability.

    Conclusions must ensure collaboration with a variety of business areas across the organization. The position is required to have a deep understanding of product partner processes/operations, key stakeholders, and the downstream impact of operational changes in alignment with Edward Jones guiding principles. Through collaboration this individual must be able to clearly communicate the branch experience and hold our product partners accountable for a consistent and streamlined insurance experience. Lead and/or serve as a subject matter expert on large scale firm projects and/or business area initiatives that may pose changes to our organization.

    At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

    Hiring Minimum: $59886
    Hiring Maximum: $98752

    Skills/Requirements

    • State life and health insurance license required within 90 days of hire.

    • Series 7 and Series 66 required.

    • 3 - 5+ years of experience in the financial services industry or related field is required (or) 5+ years of relevant relationship management/product knowledge and experience is required.

    • Technical insurance product knowledge required.

    What could set you apart:

    • Bachelor's Degree in business, finance, or related are of study.

    • CLU, ChFC, CFP designations held or in pursuit of CLUor ChFC is highly encouraged.

    • Position requires extensive breadth and depth of knowledge and understanding of the following; product types we offer, systems, processes, and procedural guidelines across divisions and multiple departments.

    • Must be able to communicate complex details effectively; ensuring understanding and influencing senior leaders, branches, internal stakeholders, vendors and other external parties to support department goals and collaborate to get results.

    • Must have strong time management and organizational skills with the ability to multi-task, independently learn new processes, prioritize and delegate a heavy workload in order to be able to fulfill all the roles within the area.

    • Strong analytical skills and proficiency in Tableau, SalesForce, and/or Excel. Experience creating and analyzing product partner specific reports, using internet reference material and external resources to proactively develop measures, make decisions or to manage ongoing controls for the business area, in relation to product partner relationships.

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

    About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    #LI-HO

    Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.